2011

Lifecyle of a SMSF

Source: South Australia

Published Date: 28 Jul 2011

 
Are you able to assist your clients with planning for the recent announcements and impending changes in legislation for SMSFs? Do you know what to do if one of the members dies? Do you know what the impact of a reversionary pension or a binding death benefit nomination has? If the answer is no the this event was designed for you.

This event used a case study to practically examine these issues and a number of others faced by members and trustees throughout the lifecyle of their SMSF.

Part 2 - Pension phase

Author(s): Peter Crump CTA

Part 1 - Accumulation

Author(s): Daniel Jenkinson

Details

  • Published On:28 Jul 2011
  • Took place at:InterContinental Adelaide, Adelaide

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2011

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